While the new Siri AI demo largely lived up to the hype around personalization, the vague rollout details — starting first in the US…
Tag: Gene Munster
Apple Intelligence, starting with new Siri, can drive incremental revenue in 2027 – Gene Munster
Apple delivered a solid March quarter and guided June revenue 7% above expectations. The stock reaction, up 4%, was muted…
Incoming CEO John Ternus has an opportunity to supercharge Apple – Gene Munster
Apple investors anticipated this CEO transition, as reflected in AAPL shares declining just 0.5% following the news that Tim Cook…
‘Apple’s true achievement is the culture Steve Jobs instilled’ – Gene Munster
Longtime Apple analyst Gene Munster has obsessed about all things Apple for more than 20 years. When asked for Apple’s defining achievement…
After MacBook Neo reveal, Gene Munster forecasts Apple growth of 10% YoY in June quarter
Longtime Apple analyst Gene Munster now forecasts the company to post June growth of 10% YoY (Street at 8%) alongside slight…
Gene Munster: AI messaging, not fundamentals, is holding back Apple stock
Apple AI expectations peaked following the June 2024 announcement of Apple Intelligence, which positioned AI as having a quick impact…
Gene Munster predicts ‘Apple will launch the new Siri before April 30, 2026, and it will be well received’
Longtime Apple analyst Gene Munster is out with his 2026 predictions. To see his 2025 predictions and how they fared (4.5 for 10)…
Apple’s iPhone sales are growing at the fastest rate in four years
It’s becoming more clear that demand for the new iPhone Air is soft. Recent third party estimates suggest the new form factor accounts…
Apple likely to provide favorable guide for holiday quarter growth – Gene Munster
Apple’s stock is poised for a lift as longtime Apple analyst Gene Munster anticipates a robust December quarter guide that could underscore…
In the smart glasses race, Apple will win – Gene Munster
Veteran Apple analyst Gene Munster predicts Apple will lead the smart glasses market but questions whether glasses can achieve…
Apple TV+ price increase is a small example of a big opportunity for Apple – Gene Munster
Apple’s recent 30% price hike for Apple TV+ highlights a broader strategy to boost revenue per device through expanded subscriptions…
Striking new iPhone form factors will power Apple sales growth – Gene Munster
The Air’s look was largely what I expected. My biggest surprise was the more industrial, Apple Watch Ultra-like design of the iPhone Pro…
Apple will be one of the top two performing ‘Mag 7s’ over the next year – Gene Munster
Gene Munster makes a bold prediction: Apple will rank among the top two performers of the “Magnificent Seven” tech giants over the next year…
Gene Munster’s grades: OpenAI’s ChatGPT gets an ‘A,’ Apple’s Siri gets an ‘F’
Longtime Apple analyst Gene Munster says that all that matters for Apple’s AI is this next version of Siri, which we should see by next June…
Apple is on a mission to supercharge Siri – Gene Munster
There’s a lot riding on next year’s release of Siri. If Apple delivers, the sky is the limit; if the new Siri falls flat, look out below…
Gene Munster: Apple has ‘a couple years’ to catch up in AI, needs to invest much more, perhaps acquire Anthropic
After being blindsided by generative AI, late-to-the-party Apple still has “around two years” to get AI right, but to do so, they will likely…
When it comes to the future of search, Apple has the upper hand – Gene Munster
The Apple-Google Search deal contributes roughly 15% to Apple’s operating income. If that revenue were lost or reduced, Apple has several…
Gene Munster: Uncertainty beyond June weighs on Apple stock
Despite Apple’s favorable fiscal Q225 results, beating The Street on the top and bottom lines, and good Q325 guidance, AAPL shares…
Gene Munster predicts Apple and Tesla will receive tariff waivers from President Trump in 2025
Deepwater Asset Management’s Gene Munster got several of his 2024 predictions regarding Apple correct, including…
Gene Munster sees long-term upside for Apple stock
Gene Munster said in an interview on CNBC that the impact of Apple Intelligence on Apple’s earnings won’t be seen until the next…
President Trump’s second term is good news for Apple, TikTok, and Tesla – Gene Munster
Gene Munster outlines what he believes to be the reasons for America’s stock market reaction to the re-election of President Trump and…
Apple Intelligence iPhone supercycle will likely begin in the June 2025 quarter – Munster
Apple Intelligence will not accelerate growth in the December quarter, a reality that is disappointing to the “iPhone supercycle” camp, but…
Gene Munster: Apple Intelligence will ultimately be the catalyst for an iPhone upgrade ‘supercycle’
The rollout of Apple Intelligence features, which include long awaited upgrades to its neglected Siri personal digital assistant, an AI image…
Gene Munster’s bull case for Apple iPhone: 15% growth in FY25 and 17% in FY26
Longtime Apple analyst Gene Munster believes iPhone revenue will grow at 15% in FY25, compared to the Street’s estimate of 7%. For FY26…
Gene Munster: Apple will experience its strongest product cycle ever over the next two years, driven by Apple Intelligence
I continue to believe that Apple will experience its strongest product cycle ever over the next two years, driven by Apple Intelligence that…
Over the next 12 months, Apple stock will outperform Nvidia – Gene Munster
Longtime Apple analyst Gene Munster recently raised eyebrows with a post on X saying that Apple is a better investment than Nvidia…
Late-to-the-game Apple largely doesn’t have control of its AI destiny- Gene Munster
Gene Munster says that Apple doesn’t have control of its AI destiny and that is why the company is resigned to inking partnerships…
Apple’s scramble to catch up in AI could crimp profit margins – Gene Munster
Apple’s frenzied scramble to catch up to other tech firms in the field of artificial intelligence (AI) likely will pressure its profits…
Gene Munster: Apple Vision Pro sales will be similar to iPad within the next decade
After spending 48 hours with the Apple Vision Pro, Gene Munster has compiled a list of “trade-offs” facing the new spatial computer and…
Gene Munster: Apple stock likely to get a boost when ‘good enough’ generative AI arrives later this year
When Apple does finally throw its hat into the generative AI ring, Deepwater Asset Management’s Gene Munster doesn’t expect Apple…
Gene Munster: Apple likely to buy Peloton this year
Longtime Apple analyst Gene Munster believes it’s likely that Apple will acquire Peloton in 2024. Apple will look to bolster their workout…
Deepwater: Apple will acquire Peloton in 2024
Over the last seven years, Deepwater Asset Management has offered predictions for the year ahead. Here’s some of what they’re anticipating…
Gene Munster: Apple’s doing better than it looks; China concerns were overblown
Apple’s December guidance is better than it looks when you set aside consensus, and focus on the business, which is growing about 7%…
Gene Munster highlights the ‘magic’ of Apple headed into Thursday’s earnings report
DeepWater Management’s Gene Munster said that the important takeaway from Apple’s “Scary Fast” event centers around the powerful…
Gene Munster: Apple Vision Pro will go mainstream in 2028
Longtime Apple analyst Gene Munster says that the Apple Vision Pro will likely take 5 years to go mainstream and will account for at least…
India is starting to help Apple diversify its production away from China
Deepwater Asset Management’s Gene Munster and Brian Baker estimate that 40-45% of Apple’s overall revenue is manufactured in China…
Gene Munster: iPhone 15 family is enough to return Apple to growth
Apple’s “Wonderlust” event to Tuesday featured the new iPhone 15 family, Apple Watch Series 9, and Apple Watch Ultra 2 at prices unchanged…
Gene Munster: Investors should focus on Apple’s growing installed active base of over 2 billion active devices
Gene Munster discusses Apple’s growing installed active base of over 2 billion active devices. Apple Services is where…
Gene Munster: Apple can continue to grow its active installed base, now over 2 billion devices
Gene Munster, Deepwater Asset Management managing partner, joins CNBC’s “Squawk Box” to discuss Warren Buffett’s praise of Apple…
Apple’s incremental introduction of its mixed-reality headset is the right approach – Gene Munster
Apple’s mixed-reality headset will be an endorsement of the metaverse even though the company will likely never use the word “metaverse” …
Gene Munster: Apple’s opportunities to integrate AI are endless
Deepwater Asset Management’s Gene Munster, a longtime Apple analyst, says that Apple’s opportunities to integrate AI are endless…
Gene Munster: Apple stock is safe harbor for the next 6 stormy months
Gene Munster, managing partner at Deepwater Asset Management, joins ‘Squawk Box’ to discuss whether the recent news from…
